Monument Private Wealth - Hawthorn (VIC)

5 /5 Jeff Gordon: I have known Andrew Havers from Monumental Private Wealth for many years and he has been my Financial Planner helping me plan my future taking into account my salary, assets, life plan, tax situation, retirement info etc. About a year ago he saved me $14,000 in tax by clever advice utilizing money paid into super. His experience and knowledge are first class and he is right up to date with what is happening in Australia and overseas with share markets, trends and being aware of lots of information that enables him to give great advice to his clients like me. My superannuation has grown rapidly assisted by Andrew’s clever investing and planning for my future. Highly recommend Andrew whether you are an employee or business owner!

5 /5 Stef Weber: Andrew provides me with advice on my Self Managed Super Fund and Investments. Andrew is very knowledgeable and experienced. All investment advice that he has provided to me is well thought through and researched. I can highly recommend Andrew.

5 /5 tony Johnston: Andrew is a pleasure to deal with and has provided excellent professional advice across our investment and superannuation portfolios. His assistance has been greatly appreciated as we start planning for our retirement. My family and friends also use his expertise and services, I highly recommend Andrew.

5 /5 Peter Johnston: Andrew is a very professional and competent advisor. My family have been really pleased with the knowledge and level of service received, he has really made a difference in the two years we have been clients of his.

5 /5 norman aquino: Wealth management is a jungle to many and everyone thinks they’re a genius at it. For me, I believe in seeking the help of professionals; folks who have perfected their craft through years of discipline with a practical grasp of key foundational concepts. With Andrew, I feel safe; he does not promise the world but shows me what is wondrously possible with the risks that I am willing to make. With solid data, we fashion together a good way forward - have been doing so for a while now. Oh, also, he’s not a bad guy - nice and down to earth; like having an old knowledgeable friend for a cuppa..!